How to Import Vendor Credits into QuickBooks Desktop

QuickBooks accounting software supports importing vendor systems from the supported file format into QuickBooks Desktop by using Dancing Numbers software. You can download this software directly from the website Dancingnumbers.com. Follow this article and you will get to know how to import vendor credits into QuickBooks Desktop.

This tool is built exclusively for QuickBooks Desktop. This software supports all upgraded versions of QuickBooks such as QuickBooks Pro, Premier, and Enterprises.

How to Import Vendor Credits into QuickBooks Desktop

To import vendor credits into QuickBooks Desktop, you have to pick this simplified import software to make things simpler and easier. Follow the below instructions and get the result.

• First, you have to open the dashboard screen and click on the “Import button“
• Then, locate the “File Selection” option from the drop-down preferences.
• After that, hit your next click on the “QuickBooks Transaction Type” just like “Vendor”
• Then, choose your “Company File” to do this, either you can choose the file from the local computer folder or you can click on the “Browse File” option to browse the file
• To locate the software sample file, click on the “Sample templates” in the local folder
• Then, you are set to set up the “Mapping Settings” of your company file columns
• This mapping will automatically work for you if you utilize the Dancing Numbers template file
• Then, download the sample template file
• To get confirmation about the above steps, review your overall company data in the “Review Grid Screen“
• Then, click on “Send to QuickBooks” to update your company file data into the QuickBooks Desktop.

Before Proceed Towards to Import Settings, Go Ahead with Details of “Mapping Fields”

Field Name	Format	Description
Vendor name	Length of up to 41 characters	Name of the Vendor
Company Name	Length of up to 41 characters	Associated Company Name
Title	Length of up to 15 Characters	Vendor Title
First Name	Length of up to 25 characters	First Name of the Vendor
Middle Name	Length of up to 5 Characters	Vendor’s Middle Name
Last Name	Length of up to 25 characters	Vendor’s Last Name
Terms	Length of up to 31 Characters	Reference to the Term Associated
Currency	Text	Correct Currency Code
Account Number	Length of up to 99 Characters	The Account Name of the Vendor
Opening Balance	In Decimal	The open Balance Amount of the Vendor
Job Title	Length of up to 41 Characters	Job-Status
Main Phone Number	Length of up to 21 characters	Vendor’s Phone Number
Alternate Phone	Length of up to 21 Characters	Vendor’s Alternate Phone Number
Main Email	Length of up to 1023 characters	Vendor’s Email Address
CC Email	Length of up to 1023 characters	Carbon Copy Email Address
Fax	Length of up to 21 characters	Fax Number
Billing Address Line 1	Length of up to 41 Characters	Beginning line of the Billing Address
Billing Address Line 2	Length of up to 41 Characters	The middle line of the Billing Address
Billing Address Line 3	Length of up to 41 Characters	The last or the third line of the billing address
Billing Address City	Length of up to 32 characters	Fill in the City Name
Billing Address Postal Code	Length of up to 13 characters	Zip code or Postal code
Address of Billing Country	Length of up to 31 characters	Name of the Billing Country
Billing Address State	Length of up to 21 characters	Region within a Country A Region-Name
Shipping Address Line 1	Length of up to 41 characters	First Line of the Shipping Address
Shipping Address Line 2	Length of up to 41 characters	Middle Line of the Shipping The Middles
Shipping Address Line 3	Length of up to 41 characters	Last Line of the Shipping Address
Print Name as Check	Length of up to 41  characters	Vendor’s Printed Name
Vendor Type	Length of up to 15 characters	Tax ID of the Vendor Name

You have to Set up Some Basic Import Settings

To set up the import settings, you find group settings of powerful customization for your company file data which is visible with import settings. The step is available in the review and import section from the import screen or just by a single click on the “Edit” under the “Menu bar” preferences. Here, you go with some most important settings for lists:

• Take Action, When You Find a Matched List: In any case, if there is an existing list entity is found while searching with a given name rather than actions to be taken. You can easily select the “View” option to update/warn existing transactions in your QuickBooks Desktop.
• Pre-import Validation: Make sure about the validation of the company file just before importing the QuickBooks Desktop version. To get this process, you have to turn on “Settings” to import all file rows only just after cleaning up all major/minor issues in the company file. This option may delay the import process by a little more time.

I hope the above information helps you to import the vendor credits into the QuickBooks Desktop. From our website, you can read more blogs related to QuickBooks import and export issues. You can drop your feedback in the below comment sections.

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